JDVWX Mutual Fund

JDVWX Mutual Fund

NAV$29.95
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Returns Overview

1 Month
+0.14%
3 Months
+7.47%
6 Months
+12.54%
YTD
+18.35%
1 Year
+28.96%
3 Years (annualized)
+19.05%
5 Years (annualized)
+13.46%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDVWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.35%
Peer Avg (YTD)
+11.41%
vs Peers
+6.94%

JDVWX Mutual Fund Performance

JDVWX performance across multiple time periods: 1-month 0.14%, YTD 18.35%, 1-year 28.96%, 3-year 19.05%, 5-year 13.46%, 10-year 12.92%.

JDVWX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JDVWX vs another fund shows side-by-side returns. JDVWX alternatives are available in the Mutual Fund Screener.